GI

GAMMA Investing Portfolio holdings

AUM $2.14B
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,974
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.23M
3
+$5.43M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.72M

Top Sells

1
+$1.65M
2
+$1.41M
3
+$1.26M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.16M
5
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$1.15M

Sector Composition

1 Technology 27.48%
2 Financials 13.08%
3 Consumer Discretionary 9.14%
4 Industrials 8.43%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
$1.67K ﹤0.01%
+268
3077
$1.67K ﹤0.01%
193
+6
3078
$1.66K ﹤0.01%
46
-21
3079
$1.64K ﹤0.01%
70
+10
3080
$1.64K ﹤0.01%
+11
3081
$1.63K ﹤0.01%
184
+85
3082
$1.63K ﹤0.01%
84
-20
3083
$1.63K ﹤0.01%
+64
3084
$1.62K ﹤0.01%
204
-65
3085
$1.61K ﹤0.01%
85
3086
$1.61K ﹤0.01%
34
+3
3087
$1.59K ﹤0.01%
31
3088
$1.58K ﹤0.01%
107
+33
3089
$1.57K ﹤0.01%
182
+55
3090
$1.57K ﹤0.01%
85
-14
3091
$1.56K ﹤0.01%
31
3092
$1.55K ﹤0.01%
+71
3093
$1.52K ﹤0.01%
134
+14
3094
$1.52K ﹤0.01%
163
+61
3095
$1.51K ﹤0.01%
222
-63
3096
$1.51K ﹤0.01%
65
+43
3097
$1.51K ﹤0.01%
162
3098
$1.51K ﹤0.01%
16
3099
$1.5K ﹤0.01%
11
+7
3100
$1.48K ﹤0.01%
80
+25
122 123
124
125 126